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Showing 21 - 30 of 54 results for "Cerulli"

Australia, a tough nut to crack

ALEX DUNNIN  |  THURSDAY, 7 APR 2016
... harder for overseas investment managers to crack than many realise, notes a leading US investment management consultant. Cerulli Associates has just released a client briefing about the Australian investment management market that warns overseas investment ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
... opportunity, not a threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances in digital advice platforms will empower investors ...

Multi-asset funds see huge lift in inflows

MARK SMITH  |  FRIDAY, 2 OCT 2015
... inflow tables in Europe as advisers turn to them in the face of FOFA-like reforms, according to global analytics firm Cerulli Associates. The research says more advisors are recommending MA funds, despite previous concerns that asset allocation products ...

Go-it-alone investment culture taking hold in Europe

MARK SMITH  |  THURSDAY, 9 APR 2015
... is on the rise in the UK and the rest of Europe looks set to follow, according to new research by global analytics firm Cerulli. In the United Kingdom the low-margin business of fund distribution is being standardised, innovative digital propositions ...

Asian institutions not using asset consultants

ALEX BURKE  |  FRIDAY, 6 MAR 2015
... institutional investors aren't making as much use of asset consultants as their US and European peers, according to research by Cerulli Associates. Cerulli's Asian Business Strategies: Making the Breakthrough report explains that where asset consultants ...

401(k) plans to reach $6trn by 2018

STAFF WRITER  |  MONDAY, 2 FEB 2015
... (DC) assets in the US are expected to surpass $6 trillion in 2018, according to new research from global analytics firm Cerulli Associates. "Our projections indicate that, by the end of the decade, total private DC assets will approach $6.5 trillion ...

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
... will limit investment choices and drive up costs for the individuals it is intended to protect." Global consultancy group Cerulli Associates has meanwhile released consumer research revealing that nearly 40% of investors have indicated they have an increased ...

Shelf space battle heats up in US platforms

ALEX DUNNIN  |  MONDAY, 24 JUN 2013
... space, while at the same time trying to protect advisers, according to new research. Boston-based global analytics firm Cerulli Associates said while this is forcing asset managers to diversify the channels they source inflows from, particularly towards ...

UK adviser reforms drive out 9,400 advisers

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
... channels, which they are reinforcing by greater use of online advice facilities. Research from US wealth management consultant Cerulli Associates found that FUM in direct channel grew 9% during 2011. Roger Stamper, senior analyst at Cerulli Associates ...

US advisers don't understand clients risk tolerances

ALEX DUNNIN  |  FRIDAY, 15 MAR 2013
... the US are recommending products to clients based on inadequate risk profiling assessments, according to research from Cerulli Associates. The result is that clients are being put into investment and risk products that don't suit their risk profiles ...